In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Mark Halpern, CEO of WEALTHinsurance.com. Mark Halpern is a well-known insurance advisor in Canada that has differentiated himself by focusing heavily on philanthropy. Mark talks about how business owners can enable their philanthropy through the use of insurance and other tactics.
Read MoreIn this 138th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ethan Buchman, Co-Founder of Cosmos and CEO of Informal Systems. Cosmos is one of the largest blockchains and one of the most valuable cryptocurrencies in the world, of which Ethan Buchman was an integral part of creating.
Read MoreA few weeks ago, I published a critique of Questrade’s marketing and brand promise. As the post gained traction, several people publicly commented both in support and opposition to the article, and many more reached out privately.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Brian Laundry, Planning & Insurance Expert for Advisors and Accountants, and Founder of BrianLaundry.ca. Brian Laundry is a well-known insurance expert in Canada who discusses business owners and disability planning, and what they can do to protect themselves in case of disability.
Read MoreIn this 139th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews John Bromley, Founder and CEO of Charitable Impact and Mike Todd, Director of Charitable Investment Programs at Charitable Impact. Charitable Impact is a fintech online platform that enables charitable donations through donor-advised funds. John Bromley and Mike Todd talk about how they are able to get this done and what a donor-advised fund is.
Read MoreMore and more Financial Advisors are having to act as their own Chief Technology Officers. In order to help facilitate advisors’ efforts, I have complied a market survey of technology products that can help advisors to enable their practice.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews his colleague Guy Anderson, Full-Licensed Investment and Financial Planner with Aligned Capital, on the topic of planning for disabilities for business owners, including how they can plan for their family members/employees/themselves that have disabilities.
Read MoreIn this 136th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Garima Shah, President of Biller Genie, a SaaS company that helps companies get paid faster on their accounts payable. Garima Shah explains how Biller Genie got started, how it works for clients, and the benefits of their value proposition.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews David O’Leary, Founder & Principal of Kind Wealth, a financial planning firm that also helps focus on clients finding purpose in their investing through investing in causes and initiatives that are meaningful to them.
Read MoreIn this 135th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews two members of senior leadership at Conquest Planning, Mark Evans, President and CEO, and Brad Joudrie, Chief Revenue Officer. Conquest planning is a next generation financial planning software that is bringing in various forms of modern technologies to planning that will help expedite and increase the accuracy and the effectiveness of financial planning.
Read MoreIn the 27th episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host of the podcast Fintech Impact, welcomes Chad Davis of LiveCA, an all-remote accounting firm. They discuss the phases of workflow development LiveCA has used to get where they are, tips for transitioning to and improving remote work, and more.
Read MoreIn this 134th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host, welcomes Jennifer Leger and Venky Kulkarni, co-Founders of Quber. They discuss common barriers to saving money, how Quber works to help its users overcome those barriers, and how they’re planning to grow the company.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, switches roles for this episode. Instead of conducting the interview he gets interviewed by his colleague Guy Anderson, Full-Licensed Investment and Financial Planner with Aligned Capital. They go over some of the fundamentals of investing within your corporate structure.
Read MoreIn this 133th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Hayden James, Co-Founder and CEO of Fraction. Fraction is a company that is enabling a new method for getting equity out of your home or providing equity to purchase a home.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Andrew D'Souza, Co-Founder and CEO of Clearbanc. Clearbanc is an online lender to businesses that helps them gain access to capital through royalty models that serve as alternatives to lending and venture capital. Clearbanc’s business model of lending isn’t one of debt or equity, but specifically one of royalties, which is important in an emerging market for lending options.
Read MoreIn this 132th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shrad Rao, CEO of Wagepoint. Wagepoint is an easy to use payroll provider that seeks to compete both on ease of use and friendliness.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Peter Merrick, Financial Expert and the author of the book The King of Main Street. Peter talks about finding purpose through philanthropy, the ways people can give back, dynastic wealth trends, and overcoming charity fatigue.
Read MoreIn this 131th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shuli Mantsur, Director of Partnerships at Become. Become is an aggregation company that provides a single-stop source for business owners to go to one website and potentially apply for multiple lines of business with multiple lenders.
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